GCGM
General Catalyst Group Management Portfolio holdings
AUM
$4.3B
This Quarter Return
+12.37%
1 Year Return
+189.88%
3 Year Return
+662.25%
5 Year Return
–
10 Year Return
–
AUM
$1.3B
AUM Growth
+$1.3B
(+2.1%)
Cap. Flow
-$163M
Cap. Flow
% of AUM
-12.53%
Top 10 Holdings %
Top 10 Hldgs %
99.98%
Holding
11
New
1
Increased
–
Reduced
2
Closed
–
Top Buys
| 1 |
ArriVent BioPharma
AVBP
|
$26.7M |
Top Sells
| 1 |
Samsara
IOT
|
$149M |
| 2 |
Vroom, Inc. Common Stock
VRM
|
$40.5M |
Sector Composition
| 1 | Technology | 82.32% |
| 2 | Healthcare | 10.39% |
| 3 | Industrials | 3.7% |
| 4 | Consumer Discretionary | 3.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Samsara
IOT
$20.6B
| $994M | 76.49% |
26,297,056
-3,943,716
| -13% | -$149M |
|
2
Warby Parker
WRBY
$3.2B
| $77M | 5.93% |
5,656,571
| – | – |
|
3
GitLab
GTLB
$7.93B
| $53.7M | 4.14% |
921,405
| – | – |
|
4
Evolv Technologies
EVLV
$1.42B
| $48M | 3.7% |
10,796,148
| – | – |
|
5
Maplebear
CART
$11.4B
| $45.9M | 3.53% |
1,230,549
| – | – |
|
6
Oscar Health
OSCR
$4.31B
| $31.3M | 2.41% |
2,107,719
| – | – |
|
|
7
ArriVent BioPharma
AVBP
$776M
| $26.7M | 2.05% |
+1,494,786
| New | +$26.7M |
|
|
PET
8
DELISTED
Wag!
PET
| $13.8M | 1.06% |
6,976,530
| – | – |
|
|
CMRC
9
Commerce.com, Inc. Series 1 Common Stock
CMRC
$375M
| $8.27M | 0.64% |
1,200,000
| – | – |
|
|
10
Vroom, Inc. Common Stock
VRM
$148M
| $512K | 0.04% |
38,145
-3,013,525
| -99% | -$40.5M |
|
|
CZOO
11
DELISTED
Cazoo Group Ltd
CZOO
| $207K | 0.02% |
17,211
| – | – |
|